Overview
Company Overview:
A multi-family office and wealth management firm provides financial advisory services to ultra-high-net-worth individuals, families, and institutions. They are seeking a Director to assist in managing complex client relationships and deliver multidisciplinary solutions. Responsibilities
Understand fundamentals of financial, tax, retirement, and estate planning Offer consultation on client’s strategic asset allocation, portfolio structure design, report overview, and performance monitoring Provide comprehensive guidance to clients regarding investment and portfolio needs Proactively work with FOMT members and Portfolio Analysts to problem-solve and troubleshoot portfolio client implementation, trading, servicing, and reporting Prepare for client meetings, presentations, and conference calls, and oversee the timely internal administration of client accounts and assets Develop strategies that enhance client service delivery Oversee client servicing activities, including the coordination of client infrastructure documentation and portfolio trading Spearhead and recommend portfolio rebalancing strategies Prepare client follow-up memoranda and other supporting reports/documents Oversee and manage annual client tax reporting efforts Assist with new client onboarding and coordination of asset management and trust/custody relationships Monitor client portfolios, including cash management and liquidity provisioning Prepare client-ready draft emails on portfolio and financial planning actions Work with firm personnel in preparing internal management memoranda Qualifications
10+ years of experience in wealth management, estate planning, and/or tax planning Bachelor’s degree and Series 65 (or equivalent certification) required Advanced degrees and/or certifications (CFP, MBA, CFA, CPA, JD, LLM, etc.) strongly preferred Technology savvy and ability to handle industry software programs Compensation
Salary:
$125,000 – $250,000, Plus Bonus
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Company Overview:
A multi-family office and wealth management firm provides financial advisory services to ultra-high-net-worth individuals, families, and institutions. They are seeking a Director to assist in managing complex client relationships and deliver multidisciplinary solutions. Responsibilities
Understand fundamentals of financial, tax, retirement, and estate planning Offer consultation on client’s strategic asset allocation, portfolio structure design, report overview, and performance monitoring Provide comprehensive guidance to clients regarding investment and portfolio needs Proactively work with FOMT members and Portfolio Analysts to problem-solve and troubleshoot portfolio client implementation, trading, servicing, and reporting Prepare for client meetings, presentations, and conference calls, and oversee the timely internal administration of client accounts and assets Develop strategies that enhance client service delivery Oversee client servicing activities, including the coordination of client infrastructure documentation and portfolio trading Spearhead and recommend portfolio rebalancing strategies Prepare client follow-up memoranda and other supporting reports/documents Oversee and manage annual client tax reporting efforts Assist with new client onboarding and coordination of asset management and trust/custody relationships Monitor client portfolios, including cash management and liquidity provisioning Prepare client-ready draft emails on portfolio and financial planning actions Work with firm personnel in preparing internal management memoranda Qualifications
10+ years of experience in wealth management, estate planning, and/or tax planning Bachelor’s degree and Series 65 (or equivalent certification) required Advanced degrees and/or certifications (CFP, MBA, CFA, CPA, JD, LLM, etc.) strongly preferred Technology savvy and ability to handle industry software programs Compensation
Salary:
$125,000 – $250,000, Plus Bonus
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